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Our Services
Our Health Insurance Services
Medicare programs can be extremely beneficial for retirees who are trying to maximize their finances at this stage in their life.
Health insurance’s primary purpose is to provide financial coverage and access to healthcare services, helping individuals manage and mitigate the costs associated with medical expenses and treatments.
We provide valuable guidance and support in navigating the complexities of health insurance, ensuring that individuals make informed decisions that align with their financial goals and healthcare needs. By working together, we can develop a well-rounded financial plan that includes healthcare as a critical component. We provide our clients with assistance deciphering your health-care plan prior to entering into the Medicare system. Each year individuals have many options to choose from through the Affordable Care Act and BeWellnm.
We educate our clients about disability insurance, explaining the different types of policies available, including short-term and long-term disability insurance. We can help our clients understand the coverage terms, waiting periods, benefit amounts, and elimination periods specific to their policies.